[thelist] client management software

Jeniffer C. Johnson lead at offlead.com
Tue Jul 8 21:29:17 CDT 2003


Okay, I'm just going to ask. What do you professional web folks use for 
tracking your client info? I've been looking, and clearly NOT finding an 
application which will combine the things I would like, which are:

- The usual contact management stuff, name, email addy, address, etc
- Domains -- which the client has, what registrar they're registered with, 
whether they handle the registrations or I do, and if I do, the expiration 
dates (with the ability to remind me a month out that the account is coming due
- Hosting info -- again if it's hosted with me or with another company, the 
packages they have, expiration dates, plus usernames/passwords used on the 
account, reminders on due dates
- the ability to track the above two items for more than one site when a 
client has more than one

It would be a bonus if all of the above could be handled on my desktop 
machine, and the data synched with my pda (palm os). I can't seem to find 
anything in between a run of the mill contact management software, and a 
full blown CRM software that does accounting, sales tracking, etc, which 
are features I neither need nor desire. I don't want a full project 
management application either, though the ability to tie in a simple task 
list with the above items would be helpful.

Jeniffer




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